Other · DOL Form 5500 · 2023
University of Evansville Retirement Plan
Data updated 2026-08-25
- $188M
- Total assets Near avg plan size
- 359
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $522,894
- Avg per participant High balance/head
Official DOL plan name: University of Evansville Defined Contribution Retirement Plan · Sponsored by University of Evansville · Indiana · Educational Services
$188M in assets, 359 participants
University of Evansville's University of Evansville Defined Contribution Retirement Plan reported $188M in total assets and 359 participants in its 2023 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,394 in Educational Services (3,735 peers)
Where University of Evansville Defined Contribution Retirement Plan sits by assets
University of Evansville Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $188M for 359 participants (~$522,894/participant), up 8.8% in 2023.
- #3,394
- in Educational Services (3,735 peers)
- +8.8%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
University of Evansville Defined Contribution Retirement Plan's outsized position by total assets
University of Evansville Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$187,719,114 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
University of Evansville Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Evansville Defined Contribution Retirement Plan sits mid-pack in the medium band (359 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Evansville Defined Contribution Retirement Plan reported net income rose from -$32M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- University of Evansville Defined Contribution Retirement Plan reported participants rose from 329 in the plan year 2022 filing to 359 in the plan year 2023 filing.
- University of Evansville Defined Contribution Retirement Plan end-of-year assets rose from $173M in the plan year 2022 filing to $188M in the plan year 2023 filing.
DOL schedule card
Filing strip 350868074 · University of Evansville PY 2023 · Other
University of Evansville Defined Contribution Retirement Plan · $188M · 359 · 94th
- 5500 $188M
- ASSETS 359
- PCT 94th
- EIN Other
- RANK near Campbell University Defined Contribution Retirement Plan
- PHOTO ind #3394
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Indiana →
University of Evansville Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $173M |
|---|---|
| Net Assets (End of Year) | $188M |
| Net Income | $15M |
| Employer EIN | 350868074 |
| Plan Effective Date | 1945-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Evansville)
Sponsor-wide plan assets over time
All University of Evansville plans reported in each filing year
- Latest sponsor-wide plan assets
- $193M 11.925552074576009% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 329 | $173M |
| 2023 | 1 | 359 | $188M |
| 2024 | 1 | 1,321 | $193M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
University of Evansville Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Campbell University Defined Contribution Retirement Plan in NC ($188M); by covered participants it is Little River Medical Center Inc. 403b Plan in SC (359 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($188M here).
- Campbell University Defined Contribution Retirement Plan (NC) $188M · 1,666
- Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan (NY) $187M · 436
- St. Clair Hospital Savings Plan (PA) $187M · 2,079
- Freeman Employee Savings Plan (MO) $187M · 4,515
Similar participant headcount
Nearest other-state filings by covered participants (359 participants); asset peers above are excluded.
- Little River Medical Center Inc. 403b Plan (SC) 359 · 0 off
- Jobs for the Future, Inc. Retirement Plan (MA) 359 · 0 off
- IBEW Local 466 Pension Plan (WV) 359 · 0 off
- Oklahoma Medical Research Foundation Supplemental Retirement Plan (OK) 359 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.